How to create a purchase order
Go to Accounts > Purchases.
Click the arrow next to the +New button.
Select Purchase order from the men
Enter information into the purchase order fields.
Save or approve.
Fields in purchase orders explained
This section provides guidance and tips on the purchase order fields.
Not all fields are compulsory. The only fields you need to complete so you can approve your purchase order are Contact, Date, Order number and Description. The rest of the fields help you keep track of your purchase order and improve communication with your supplier.
Purchase order header fields explained
Purchase order line fields explained
Purchase order delivery address options explained
Xero lets you choose a purchase order delivery address. To see the delivery address options, click on Delivery Address in your opened purchase order.
Save and approve options in purchase orders explained
Xero has several save options and several approve options for purchase orders.
Create a draft purchase order by selecting one of the save options
Click the arrow next to the Save button.
Select a save option from the menu.
All save options save your purchase order as a draft, however, if you select Save & submit for approval, Xero includes your purchase order in the Awaiting Approval section on the Purchases dashboard.
Complete a purchase order by selecting one of the approve options
Click the arrow next to the Approve button.
Select an approve option from the menu.